Jason Snow (CRD# 2858495) is an Investment Advisor Representative working at Lpl Financial LLC in Encinitas, CA and has over 25 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial | Encinitas, CA | May 2020 - Current | 4 |
Cooper Capital Advisors, LLC | Encinitas, CA | Sep 2019 - Apr 2020 | < 1 |
Clinton Cooper | La Jolla, CA | May 2019 - Sep 2019 | < 1 |
Northwestern Mutual Investment Services LLC | La Jolla, CA | May 2019 - Sep 2019 | < 1 |
Clinton W Cooper | La Jolla, CA | Apr 2019 - Sep 2019 | < 1 |
Unemployed | Carlsbad, CA | Sep 2018 - Mar 2019 | < 1 |
American Funds Distributors Inc. | Los Angeles, CA | Jan 2013 - Sep 2018 | 5 |
Capital Group American Funds | Los Angeles, CA | Dec 2012 - Sep 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1999 |
S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
- CA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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